2025-07-14T14:01:28-05:00 2024-12-31 042106505 NUTTER MCCLENNEN & FISH LLP 155 SEAPORT BOULEVARD BOSTON MA 022102604 990 2024-01-01 454913438 0753177 ADAMS TEMPLE & SCHOOL FUND ADAM 6174392000 PO BOX 51400 BOSTON MA 022058982 THOMAS JALKUT TRUSTEE 6174392000 2025-04-09 true false PAUL F RICH P00567473 6174392503 2025-04-09 2024 2025-03-06 01:10:19Z THOMAS JALKUT 155 SEAPORT BOULEVARD BOSTON MA 02210 670241 false X N/A X MA MAKING GRANTS TO SUPPORT THE WOODWARD SCHOOL FOR GIRLS 1 1 0 1 0 0 0 0 156218 152567 0 156218 152567 90263 182608 0 0 0 0 128825 149558 219088 332166 -62870 -179599 4365052 4185453 0 0 4365052 4185453 MAKING GRANTS TO SUPPORT THE WOODWARD SCHOOL FOR GIRLS false false 149558 182608 152567 GRANTS EQUAL TO ALL INCOME OF TRUST MADE TO WOODWARD SCHOOL FOR GIRLS 149558 true false false false false false false false false true false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 0 0 0 false false false false false false false false false false false false false X 1 1 false false false false false false false true true false false true false false false false false false MA X NUTTER MCCLENNEN & FISH LLP 6174392000 155 SEAPORT BLVD BOSTON MA 02210 X X THOMAS JALKUT TRUSTEE 5.0 X 0 0 0 0 0 0 false false false 1 162312 162312 507929 517674 -9745 -9745 -9745 QUINCY MA LAND & BUILDING 531390 PROTATO PAYMENT FROM CITY QUINCY MA 152567 152567 182608 182608 45994 45994 99501 99501 2500 2500 1563 1563 332166 182608 149558 0 1152 1144 404225 418577 3959675 3765732 4365052 4185453 0 0 X 4365052 4185453 4365052 4185453 4365052 4185453 -179599 X false false false X X X 1 WOODWARD SCHOOL FOR GIRLS 042952746 2 true 182608 0 1 182608 0 true false false false false false false false false false false false false false false true false true X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PART IV SEC D LINE 2 THE TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH WOODWARD SCHOOL FOR GIRLS, AND AS A RESULT, IS RESPONSIVE TO ITS NEEDS AND DEMANDS. THE TRUST SUPPORTED THE WOODWARD SCHOOL FOR GIRLS BEFORE NOVEMBER 20, 1970, AND THUS, "ADDITIONAL FACTS AND CIRCUMSTANCES, SUCH AS A HISTORIC AND CONTINUING RELATIONSHIP BETWEEN THE ORGANIZATIONS" MAY BE TAKEN INTO ACCOUNT. THE WOODWARD PART IV SEC D LINE 2 SCHOOL FOR GIRLS WAS NAMED AS THE SOLE BENEFICIARY OF THE TRUST IN 1953. THE TWO ORGANIZATIONS HAVE A HISTORIC RELATIONSHIP, AND THE TRUSTEE HAS TAKEN STEPS TO FURTHER THIS RELATIONSHIP AND INSURE THAT THE TRUST CONTINUES TO BE RESPONSIVE TO THE NEEDS OF THE WOODWARD SCHOOL FOR GIRLS. SPECIFICALLY, THE TRUSTEE HAS PROVIDED REGULAR REPORTS TO THE WOODWARD SCHOOL FOR GIRLS AND MEETS WITH PART IV SEC D LINE 2 REPRESENTATIVES OF WOODWARD SCHOOL FOR GIRLS TO DISCUSS THE STATUS OF THE TRUST. PART IV SEC D LINE 3 PLEASE REFER TO LINE 2 ABOVE. PART V LINE 1 THE TRUST RECEIVED A DETERMINATION LETTER, DATED MAY 22,2017 THAT IT IS A PUBLIC CHARITY UNDER SECTION 509(a)(3) OF THE CODE. THE TRUST HAD PREVIOUSLY OBTAINED A RULING FROM THE IRS, BASED UPON REVENUE PROCEDURE 2012-10, THAT IT IS A SUPPORTING ORGANIZATION DESCRIBED IN SECTION 509(a)(3) OF THE CODE AND THEREFORE IS NOT CLASSIFIED AS A PRIVATE FOUNDATION. THE TRUST SATISFIES THE PRE-1970 CHARITABLE PART V LINE 1 TRUST REQUIREMENTS TO MEET THE INTEGRAL PART TEST, BECAUSE OF THE FOLLOWING: (a) ALL OF THE UNEXPIRED INTERESTS IN THE TRUST ARE DEVOTED TO THE CHARITABLE AND EDUCATIONAL PURPOSES OF THE WOODWARD SCHOOL FOR GIRLS AND IF THE TRUST HAS BEEN ESTABLISHED AFTER 1913, A DEDUCTION WOULD HAVE BEEN ALLOWED WITH RESPECT TO SUCH INTERESTS UNDER CODE SECTIONS 170,545(b)(2), 556(b)(2), 642(c),OR PART V LINE 1 CORRESPONDING PROVISIONS OF PRIOR LAW; (b) THE TRUST WAS CREATED ON JUNE 29, 1822 BY PRESIDENT JOHN ADAMS AND HAS NOT RECEIVED ANY GRANT, CONTRIBUTION, BEQUEST OR OTHER TRANSFER SINCE JULY 27, 1822 (CORRECTIVE PAYMENTS MADE BY THE CITY OF QUINCY TO THE TRUST WERE MADE TO RECTIFY PAST BREACHES OF FIDUCIARY DUTIES AND DO NOT CONSTITUTE NEW GRANTS, CONTRIBUTIONS, BEQUESTS, OR TRANSFERS) ; PART V LINE 1 (c) THE TRUST IS REQUIRED BY ITS GOVERNING INSTRUMENT TO DISTRIBUTE ALL OF ITS NET INCOME CURRENTLY TO THE WOODWARD SCHOOL FOR GIRLS, ITS SUPPORTED ORGANIZATION; (d) THE TRUSTEE OF THE TRUST HAS NO DISCRETION TO VARY THE BENEFICIARY THE WOODWARD SCHOOL FOR GIRLS, OR THE AMOUNTS PAYABLE TO IT; AND (e) NEITHER THE CURRENT TRUSTEE NOR THE PRIOR TRUSTEE WOULD BE A DISQUALIFIED PERSON WITH RESPECT TO THE PART V LINE 1 TRUST IF IT WERE TREATED AS A PRIVATE FOUNDATION. IN ADDITION, THE TRUSTEE IS REQUIRED TO, AND DOES , MAKE ANNUAL WRITTEN REPORTS TO THE WOODWARD SCHOOL FOR GIRLS THAT INCLUDE A DESCRIPTION OF THE ASSETS OF THE TRUST, INCLUDING A DETAILED LIST OF THE ASSETS AND THE INCOME PRODUCED BY SUCH ASSETS. 346437 346437 346437 346437 346437 346437 346437 346437 false false EXPLANATION FOR SCHEDULE D, PART V, LINE 4 TO MAKE GRANTS IN SUPPORT OF WOODWARD SCHOOL FOR GIRLS true WOODWARD SCHOOL FOR GIRLS 1102 HANCOCK ST QUINCY MA 02169 042952746 170(b)(1)(A)(ii) 182608 SUPPORT OF WOODWARD SCHOOL FOR GIRLS 1 EXPLAINATION FOR FORM 900, SCHEDULE I,PART 1, LINE 2 THE TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE WOOSWARD SCHOOL FOR GIRLS, AS A RESULT IT IS RESPONIVE TO ITS NEES AND DEMANDS. THE TRUSTEE IS REQUIRED TO AND DOES MAKE ANNUAL WRITTEN REPORTS TO THE WOODWARD SCHOOL FOR GIRLS THAT INCLUDE A DESCRIPTION OF THE ASSETS OF THE TURST, INCLUDING A DETAILED LIST OF THE ASSETS AND THE INCOME PROCUCED BY SUCH ASSETS. EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2 The Trust maintains a close and continuous working relationship with the Woodward School for Girls, as a result it is responsive to its needs and demands. The trustee is required to and does make annual written reports to the Woodward School for Girls that include a description of the assets of the Trust, including a detailed list of the assets and the income produced by such assets. PART VI SEC C LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABE TO THE PUBLIC UPON REQUEST FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW The sole Trustee reviewed this Form 990 prior to signing it FORM 990, PAGE 6, PART VI, LINE 19 NOT REQUIRED